| Name: | INVESSENT, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 07 May 2020 (5 years ago) |
| Entity Number: | 5747778 |
| ZIP code: | 14614 |
| County: | Monroe |
| Place of Formation: | New York |
| Address: | 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, United States, 14614 |
| Unique Entity ID | Expiration Date | Physical Address | Mailing Address | |||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WY2LRWF27TT3 | 2024-08-17 | 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, 14614, 1135, USA | 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, 14614, USA | |||||||||||||||||||||||||||||||||||||||||||
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| Congressional District | 25 |
| State/Country of Incorporation | NY, USA |
| Activation Date | 2023-08-22 |
| Initial Registration Date | 2022-08-04 |
| Entity Start Date | 2020-05-07 |
| Fiscal Year End Close Date | Dec 31 |
Service Classifications
| NAICS Codes | 523991, 523999, 541618 |
| Product and Service Codes | R710, R799 |
Points of Contacts
| Electronic Business | |
|---|---|
| Title | PRIMARY POC |
| Name | JARRETT K FELTON |
| Role | OWNER |
| Address | 1 S. WASHINGTON ST SUITE 130, ROCHESTER, NY, 14614, 1135, USA |
| Government Business | |
|---|---|
| Title | PRIMARY POC |
| Name | JARRETT K FELTON |
| Role | OWNER |
| Address | 1 S. WASHINGTON ST SUITE 130, ROCHESTER, NY, 14614, 1135, USA |
| Past Performance | Information not Available |
|---|
| Name | Role | Address |
|---|---|---|
| INVESSENT, LLC | DOS Process Agent | 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, United States, 14614 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2020-05-07 | 2024-03-27 | Address | 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, 14614, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240327003353 | 2024-03-27 | BIENNIAL STATEMENT | 2024-03-27 |
| 200709000385 | 2020-07-09 | CERTIFICATE OF PUBLICATION | 2020-07-09 |
| 200507010161 | 2020-05-07 | ARTICLES OF ORGANIZATION | 2020-05-07 |
| Status | User ID | Name of Firm | Trade Name | UEI | Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Active | P2894920 | INVESSENT, LLC | - | WY2LRWF27TT3 | 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, 14614-1135 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| HUBZone Certified | No |
| Women Owned Certified | No |
| Women Owned Pending | No |
| Economically Disadvantaged Women Owned Certified | No |
| Economically Disadvantaged Women Owned Pending | No |
| Veteran-Owned Small Business Certified | No |
| Veteran-Owned Small Business Joint Venture | No |
| Service-Disabled Veteran-Owned Small Business Certified | No |
| Service-Disabled Veteran-Owned Small Business Joint Venture | No |
Bonding Levels
| Description | Construction Bonding Level (per contract) |
| Level | (none given) |
| Description | Construction Bonding Level (aggregate) |
| Level | (none given) |
| Description | Service Bonding Level (per contract) |
| Level | (none given) |
| Description | Service Bonding Level (aggregate) |
| Level | (none given) |
NAICS Codes with Size Determinations by NAICS
| Primary | Yes |
| Code | 523940 |
| NAICS Code's Description | Portfolio Management and Investment Advice |
| Buy Green | Yes |
| Code | 523991 |
| NAICS Code's Description | Trust, Fiduciary and Custody Activities |
| Buy Green | Yes |
| Code | 523999 |
| NAICS Code's Description | Miscellaneous Financial Investment Activities |
| Buy Green | Yes |
| Code | 525110 |
| NAICS Code's Description | Pension Funds |
| Buy Green | Yes |
| Code | 525920 |
| NAICS Code's Description | Trusts, Estates, and Agency Accounts |
| Buy Green | Yes |
Export Profile (Trade Mission Online)
| Exporter | Firm hasn't answered this question yet |
| Export Business Activities | (none given) |
| Exporting to | (none given) |
| Desired Export Business Relationships | (none given) |
| Description of Export Objective(s) | (none given) |
Date of last update: 22 Mar 2025
Sources: New York Secretary of State
